StockDriftsStockDriftsTop 40 Brandywine Managers, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CPB | THE CAMPBELLS COMPANY | 43.64% | 3.33M | $74.1M | +0.00%(+0) | $29.73(-21.55%) | 2026-03-31 | |
| ACWI | ISHARES TR | 23.92% | 293.7K | $40.6M | +0.00%(+0) | $93.56(+66.90%) | 2026-03-31 | |
| CRWD | CROWDSTRIKE HLDGS INC | 7.38% | 32.1K | $12.5M | -0.74%(-240) | $180.60(+7.41%) | 2026-03-31 | |
| PATH | UIPATH INC | 6.6% | 1.01M | $11.2M | +0.00%(+0) | $36.46(-67.88%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.94% | 18.9K | $3.3M | -2.83%(-550) | $13.20(+1375.80%) | 2026-03-31 | |
| NTRA | NATERA INC | 1.72% | 14.6K | $2.9M | -6.42%(-1.00K) | $25.69(+987.22%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 1.24% | 29.4K | $2.1M | +0.00%(+0) | $33.84(+119.94%) | 2026-03-31 | |
| NET | CLOUDFLARE INC | 1.2% | 9.9K | $2.0M | +0.00%(+0) | $89.83(+169.85%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.85% | 7.1K | $1.4M | +0.00%(+0) | $129.39(+300.20%) | 2026-03-31 | |
| CRM | SALESFORCE INC | 0.76% | 6.9K | $1.3M | +0.00%(+0) | $252.90(-34.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.55% | +27.91% |
| Top 20 Holdings Unweighted | +15.50% | +54.07% |
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